API-V2

Application Programming Interface

InvoiceXpress Documentation

Create

POST /:document-type.json

Creates a new quote, proforma or fees_note.

Creating new clients or items along with the estimate

This method also allows to create a new client and/or new items in the same request with the following behavior:

  • If the client name does not exist a new one is created.
  • If items do not exist with the given names, new ones will be created.
  • If item name already exists, the item is updated with the new values.

Taxes

Regarding item taxes, if the tax name is not found, the default tax is applyed to that item. Portuguese accounts should also send the IVA exemption reason if the estimate contains exempt items (IVA 0%).

Example URL

https://ACCOUNT_NAME.app.invoicexpress.com/quotes.json?api_key=API_KEY

You can find your ACCOUNT_NAME and API_KEY here: https://www.app.invoicexpress.com/users/api

Example Request

curl

curl --request POST \
  --url 'https://account_name.app.invoicexpress.com/:document-type.json?api_key=YOUR%20API%20KEY%20HERE' \
  --header 'accept: application/json' \
  --header 'content-type: application/json' \
  --data '{"quote":{"date":"03/12/2017","due_date":"03/12/2017","client":{"name":"Client Name","code":"A1"},"items":[{"name":"Item Name","description":"Item Description","unit_price":"100","quantity":"5"}]}}'

Ruby

require 'uri'
require 'net/http'

url = URI("https://account_name.app.invoicexpress.com/:document-type.json?api_key=YOUR%20API%20KEY%20HERE")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
http.verify_mode = OpenSSL::SSL::VERIFY_NONE

request = Net::HTTP::Post.new(url)
request["accept"] = 'application/json'
request["content-type"] = 'application/json'
request.body = "{\"quote\":{\"date\":\"03/12/2017\",\"due_date\":\"03/12/2017\",\"client\":{\"name\":\"Client Name\",\"code\":\"A1\"},\"items\":[{\"name\":\"Item Name\",\"description\":\"Item Description\",\"unit_price\":\"100\",\"quantity\":\"5\"}]}}"

response = http.request(request)
puts response.read_body

Node

var http = require("https");

var options = {
  "method": "POST",
  "hostname": "account_name.app.invoicexpress.com",
  "port": null,
  "path": "/:document-type.json?api_key=YOUR%20API%20KEY%20HERE",
  "headers": {
    "accept": "application/json",
    "content-type": "application/json"
  }
};

var req = http.request(options, function (res) {
  var chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function () {
    var body = Buffer.concat(chunks);
    console.log(body.toString());
  });
});

req.write(JSON.stringify({ quote:
   { date: '03/12/2017',
     due_date: '03/12/2017',
     client:
      { name: 'Client Name',
        code: 'A1'},
     items:
      [ { name: 'Item Name',
          description: 'Item Description',
          unit_price: '100',
          quantity: '5' } ],
    }}));
req.end();

Python

import http.client

conn = http.client.HTTPSConnection("account_name.app.invoicexpress.com")

payload = "{\"quote\":{\"date\":\"03/12/2017\",\"due_date\":\"03/12/2017\",\"client\":{\"name\":\"Client Name\",\"code\":\"A1\"},\"items\":[{\"name\":\"Item Name\",\"description\":\"Item Description\",\"unit_price\":\"100\",\"quantity\":\"5\"}]}}"

headers = {
    'accept': "application/json",
    'content-type': "application/json"
    }

conn.request("POST", "/:document-type.json?api_key=YOUR%20API%20KEY%20HERE", payload, headers)

res = conn.getresponse()
data = res.read()

print(data.decode("utf-8"))

PHP

<?php

curl_setopt_array($curl, array(
  CURLOPT_URL => "https://account_name.app.invoicexpress.com/:document-type.json?api_key=YOUR%20API%20KEY%20HERE",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => "{\"quote\":{\"date\":\"03/12/2017\",\"due_date\":\"03/12/2017\",\"client\":{\"name\":\"Client Name\",\"code\":\"A1\"},\"items\":[{\"name\":\"Item Name\",\"description\":\"Item Description\",\"unit_price\":\"100\",\"quantity\":\"5\"}]}}",
  CURLOPT_HTTPHEADER => array(
    "accept: application/json",
    "content-type: application/json"
  ),
));

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

Go

package main

import (
  "fmt"
  "strings"
  "net/http"
  "io/ioutil"
)

func main() {

  url := "https://account_name.app.invoicexpress.com/:document-type.json?api_key=YOUR%20API%20KEY%20HERE"

  payload := strings.NewReader("{\"quote\":{\"date\":\"03/12/2017\",\"due_date\":\"03/12/2017\",\"client\":{\"name\":\"Client Name\",\"code\":\"A1\"},\"items\":[{\"name\":\"Item Name\",\"description\":\"Item Description\",\"unit_price\":\"100\",\"quantity\":\"5\"}]}}")

  req, _ := http.NewRequest("POST", url, payload)

  req.Header.Add("accept", "application/json")
  req.Header.Add("content-type", "application/json")

  res, _ := http.DefaultClient.Do(req)

  defer res.Body.Close()
  body, _ := ioutil.ReadAll(res.Body)

  fmt.Println(res)
  fmt.Println(string(body))
}

Path Parameters

NameTypeRequiredDescriptionExample
document-typeStringRequiredThe type of document you want to create. For example: quotesproformas or fees_notes.quotes

Request Body

NameTypeRequiredDescription
quoteObjectRequiredEstimate data to be created
dateStringRequiredThe estimate date. Must be in format dd/mm/yyyy ex.: 03/12/2015. If format is invalid, date will be set to current date.
due_dateStringRequiredThe estimate due date. Must be in format dd/mm/yyyy ex.: 03/12/2015. If format is invalid, date will be set to current date.
referenceStringThe estimate purchase order reference field.
observationsStringEstimate observations, these will be printed with the estimate.
retentionStringWithholding tax percentage (%). Must be a number between 0 and 99.99.
tax_exemptionStringDependsPortuguese IVA exemption code. Required for portuguese accounts on invoices with IVA exempt items (0%). Refer to the Appendix for the complete list of “IVA Exemption Codes”.
sequence_idStringId of the sequence you want to use with this estimate. If missing, the default sequence will be used.
manual_sequence_numberStringDependsRequired for non portuguese accounts with manual sequence numbering.
clientObjectRequired
nameStringRequiredThe estimate’s client. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
codeStringRequiredThe client’s unique code. If the client doesn’t exist, a new one is created. If it exists, the remaining client fields will be ignored.
emailStringClient email address. Must be a valid email address ex: foo@bar.com
addressStringClient company address.
cityStringClient’s city.
postal_codeStringClient’s postal code for it’s company address.
countryStringCountry, normally used for a company country. Although country is optional, when supplied, it should match one of the country list on the Appendix of this Documentation.
fiscal_idStringThe client fiscal ID (Número de Contribuinte)
websiteStringThe client web address
phoneStringThe client phone number
faxStringThe client fax number
observationsStringThe client default observations. This is added to the observations field of all the invoices sent to this client.
itemsArrayRequiredAn array of estimated items. If items with the given names do not exist, they are created. If an item already exists, it is updated with the new values. At least one is required.
nameStringRequiredName of the item. Must be unique.
descriptionStringRequiredItem’s description
unit_priceNumberRequiredItem’s unit price. Must be a number equal or greater than 0.0.
quantityNumberRequiredQuantity. Must be a number equal or greater than 0.
unitStringThe item unit of measure
discountNumberThe item discount percentage(%). Defaults to 0.0. Must be a value between 0.0 and 100.0 inclusive.
taxObjectThe tax applied to the item line. If not present the default tax is applied to the item
nameStringThe tax name to be used on this item line. If not found the default tax is applied to the line item
mb_referenceStringGenerates a Multibanco Reference after you finalize your estimate. This option is only available for Portuguese Accounts. You must have the feature enabled on your account first.
auto_add_related_documentIntegerSend invoice to client after payment. This option is only available for accounts with payment services configurated. Must be a number equal to either 1 or 0.
tax_exemption_reasonStringUsed when updating a document and removing all tax exempt items. The code M00 means ‘Without tax exemption’.

Example Request Body

{
  "quote": {
    "date": "3/12/2017",
    "due_date": "03/12/2017",
    "reference": "999",
    "observations": "Observations",
    "retention": "0",
    "tax_exemption": "M01",
    "sequence_id": "12345",
    "manual_sequence_number": "1",
    "client": {
      "name": "Client Name",
      "code": "A1",
      "email": "foo@bar.com",
      "address": "Saldanha",
      "city": "Lisbon",
      "postal_code": "1050-555",
      "country": "Portugal",
      "fiscal_id": "508000000",
      "website": "www.website.com",
      "phone": "910000000",
      "fax": "210000000",
      "observations": "Observations"
    },
    "items": [
      {
        "name": "Item Name",
        "description": "Item Description",
        "unit_price": "100",
        "quantity": "5",
        "unit": "service",
        "discount": "50",
        "tax": {
          "name": "IVA23"
        }
      }
    ],
    "mb_reference": "0",
    "auto_add_related_document": "0",
    "tax_exemption_reason": "M00"
  }
}

Responses

201SUCCESS
Estimate was created successfully.
Estimates Get
401ACCESS DENIED
The API Key parameter is missing or is incorrectly entered.
(Empty Response)
422UNPROCESSABLE ENTITY
Some parameters were incorrect.
(Empty Response)

Example Success Body Response

{
  "quote": {
    "id": 541791,
    "status": "final",
    "archived": false,
    "type": "Quote",
    "sequence_number": "1/A",
    "inverted_sequence_number": "A/1",
    "atcud": "ABCD1234-28",
    "date": "12/06/2017",
    "due_date": "12/06/2017",
    "reference": "foo",
    "observations": "foo",
    "retention": "foo",
    "permalink": "https://www.app.invoicexpress.com/documents/541791f16ae45a73b703c684a221ef198c10020f3d56a1",
    "saft_hash": "NfTN",
    "sum": 10,
    "discount": 0,
    "before_taxes": 10,
    "taxes": 2.3,
    "total": 12.3,
    "currency": "Euro",
    "client": {
      "id": 1310176,
      "name": "John",
      "country": "Portugal"
    },
    "items": [
      {
        "name": "iPhone",
        "description": "foo",
        "unit_price": "10.0",
        "unit": "foo",
        "quantity": "1.0",
        "tax": {
          "id": 31567,
          "name": "IVA23",
          "value": 23
        },
        "discount": 0,
        "subtotal": 10,
        "tax_amount": 2.3,
        "discount_amount": 0,
        "total": 12.3
      }
    ],
    "sequence_id": "12345",
    "tax_exemption": "M01"
  }
}